2023 Form 5500 filing — Courtesy Corporation 401(K) Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240920130823NAL0010446032001) for Courtesy Corporation 401(K) Plan, reported by Courtesy Corporation under EIN 39-0963146 and plan number 001. It reports 1,016 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240920130823NAL0010446032001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Courtesy Corporation
- EIN
- 39-0963146
- Plan number
- 001
- Location
- Onalaska, WI
- Participants
- 1,016
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,688,874
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,688,874
- Participant contributions
- $416,563
- Total income / additions
- $988,561
- Benefits paid
- $332,526
- Administrative expenses
- $24,663
- Total expenses
- $369,737
- Net increase / (decrease)
- $618,824
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Trust Point Inc. | NONE | $24,663 | not reported in the loaded dataset |